© 2021 RSM US LLP. All rights reserved.
Retirement plan advisory services
Designing plans to attract and retain talent
As an employer, you know that providing effective retirement plans isn’t just the right thing to do — it is a critical differentiator to the talented people your company needs to succeed.
Your employees need well-designed plans with appropriate investment options, strong participant education programs and outstanding customer service. Your company needs that and more — you need to work with advisors that understand your business goals, your fiduciary responsibilities and the regulatory environment in which qualified plans operate.
RSM offers employee retirement plan services to help you meet these responsibilities so you can focus on what you do best — running your business.
EPCRS is a summary of the rules that the IRS uses to assist employers in correcting retirement plan mistakes without disqualifying the plan.
Employers have options for reimbursing employees for health insurance premiums and expenses on a tax-advantaged basis.
A retirement plan is required to maintain contact information for participants and beneficiaries who are owed a benefit under the plan.
With the popularity of target date funds, plan sponsors face critical decisions when determining an investment lineup.
In this issue of the Retirement Advisory Report, we discuss 2021 updates to regulations that may affect you and your retirement plan.
Repaying student loans is a win, but employees are missing out on contributing to their retirement and employer matching contributions.
In this issue, we discuss updates to regulations that may affect you and your retirement plan. Learn more now.
Individuals may be eligible for a valuable incentive to reduce federal income tax liability for contributing to a 401(k) plan.
Learn the importance of discussing with a plan advisor how best to customize plan fees based on circumstance and available options.
What many ERISA plan sponsors consider “reasonable” fiduciary responsibility for plan document retention may not comply with IRS rules.
How does your retirement plan measure up?
To schedule a no-obligation call to discuss your current needs, contact us by phone at 800.274.3978 or
Online Event: Workforce Wednesdays
Aug. 4: Is your global mobility team prepared for potential moves?
Aug. 11: State and local taxes: How the workforce impacts your business
Aug. 18: Shifting to a Remote Workforce: Policy and Benefit Considerations
Aug. 25: Improving employee financial wellness